Richard Magill
Richard Magill is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 37 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4901 Northwest 17th Way, Suite 403, Fort Lauderdale, FL, 33309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved in several outside business activities. He works full-time in group insurance sales for OneDigital, sells fixed insurance, owns Kayla 924 LLC (a rental property), is a board member for Meals on Wheels South Florida, and is president of Service Planning Corporation, selling individual life and health insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Resources Investment Advisors
20/20 Capital Management, INC
Ameritas Investment CORP
Ameritas Investment Company, LLCBroker
Intervest International Equities CorporationBroker
Woodbury Financial Services, INC.Broker
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.